Business Details
Trusted Cloud Accounting and Strategic Advisory Services in Dallas
At KepnerCPA, we specialize in transforming complex accounting challenges into strategic advantages for businesses. Our mission centers on delivering high-quality accounting services combined with actionable management insights to drive revenue and profit growth. We leverage cutting-edge cloud technology, proven best practices, and a team of certified professionals to streamline back-office operations. Clients benefit from tailored solutions including outsourced accounting, tax planning, financial consulting, and business advisory services. Our Dallas-based team serves local and global clients, prioritizing ethics, innovation, and systematic approaches to wealth-building.With decades of collective experience, we empower business owners to focus on core operations while we handle financial complexities. Our CEPA-accredited advisors specialize in exit planning and value acceleration strategies. From start-ups to enterprise-level organizations, we offer scalable services including Xero software integration, compliance support, and strategic tax optimization. Client relationships are built on transparency, accountability, and a commitment to long-term business success.
Services
Cloud Accounting
Tax Preparation
Financial Consulting
Xero Conversions
Highlights and features
- We offer cloud accounting solutions with real-time data access from any location
- Our team provides strategic insights for business growth and tax optimization
- We implement systematic processes for financial reporting and compliance
- Our CEPA-accredited advisors specialize in exit planning and wealth-building strategies
- We combine technology with personalized support for scalable business solutions
Associations and certifications
- CEPA (Certified Exit Planning Advisor)
What people say
Excellent work
Knowledgeable staff
Valuable asset
Profits increase
Great shape
Services
Cloud Accounting
Our cloud accounting services provide real-time financial management through secure Xero platform integration. Clients access up-to-date financial data from any location while our certified professionals handle bookkeeping, reporting, and compliance. This solution offers enhanced collaboration, automated processes, and strategic financial insights tailored to business needs.
Tax Preparation
We deliver comprehensive tax preparation and planning services for individuals and businesses. Our approach combines compliance expertise with strategic optimization to minimize tax liabilities while maintaining full regulatory compliance. Services include personal and entity tax returns, audit support, and year-round tax strategy consultations.
Financial Consulting
Our financial consulting services focus on strategic business growth through data-driven decision-making. We provide cash flow analysis, budgeting support, investment strategies, and customized financial planning to help businesses achieve both short-term objectives and long-term wealth-building goals.
Business Advisory
We offer tailored business advisory services including exit planning, merger/acquisition support, and operational optimization. Our CEPA-accredited advisors help business owners develop growth strategies, implement best practices, and create sustainable enterprise value through systematic planning and execution.
Xero Conversions
Our Xero conversion services facilitate seamless transitions to cloud accounting with complete data migration and system setup. We handle chart of accounts configuration, historical data transfer, and staff training to ensure smooth implementation while maintaining data integrity throughout the conversion process.
People
G. Kepner, Jr.
Managing Partner / CPA and CEPA
Gerald KepnerCPA is a certified public accountant and exit planning advisor with extensive experience in strategic business advisory and tax optimization services.
Abby Miller
Partner / Senior Accountant and CEPA
Abby Miller specializes in accounting services and exit planning strategies, bringing technical expertise and personalized solutions to business owners.
Kelli Jones
Senior Accountant and CEPA
Kelli Jones provides comprehensive accounting services and exit planning expertise to help businesses achieve long-term growth and succession goals.
Gustavo Tamayo
Accountant and CPA
Gustavo Tamayo offers technical accounting expertise and compliance support for businesses seeking reliable financial management solutions.
Dan Cole
Consultant and CPA
Dan Cole provides specialized consulting services combining accounting expertise with strategic business advisory capabilities for complex organizations.
Questions
What accounting software does KepnerCPACPA use?
We primarily use Xero cloud accounting software with integration capabilities for various business systems.
Do you offer tax planning services?
Yes, we provide strategic tax planning and optimization services as part of our comprehensive accounting packages.
What industries do you serve?
We work with diverse businesses including real estate, transportation, professional services, and technology companies.
Are your advisors certified?
Our team includes CPAs and CEPA-accredited professionals specializing in exit planning and business strategy.
How are pricing plans structured?
We offer tiered subscription models from $600/month for start-ups to enterprise-level customized solutions.
